See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,243 | $175,202-98.1% | $149,673-97.8% | $139,434-97.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 24.52% | 166.71%-142.2pp | 134.42%-109.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $634 | $5,474-88.4% | $4,818-86.8% | $4,751-86.7% |
| Participant deferral / active EE | $1,531 | $6,519-76.5% | $5,680-73.0% | $6,710-77.2% |
| Admin fee / account holder | $399 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |